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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

5 firms manage $113 billionBNP Paribas Securities Services

Open in the Atlas screener

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  1. 382
    LGT Capital Partners (USA) Inc.New York, NY · 2 clientsAsset managerHybridLGT Bank LTD
    BNP Paribas, New York Branch 54%BNP Paribas Securities Services 46%
    $60B
  2. 508
    Parnassus Investments, LLCSAN Francisco, CA · 30 clientsAsset managerHybridAMG Distributors, Inc.
    Northern Trust 40%
    $41B
  3. 1523
    Resolution Capital LimitedSydney, NSW, Australia · 24 clientsPrivate fund adviser
    J.P. Morgan 39%BNP Paribas Securities Services 26%
    $8.4B
  4. 3147
    Discerene Group LPStamford, CT · 10 clientsPrivate fund adviser
    BNP Paribas Securities Services 62%Goldman Sachs 38%
    $2.5B
  5. 5541
    Hazelview Securities Inc.Toronto, Ontario, Canada · 7 clientsBroker-dealer firm
    Helaba Landesbank Hessen Thuringen 47%CIBC Mellon Trust 35%
    $943M

RIAs by state